Found Description
Shape financial futures as an RBC Investment and Retirement Planner in Vancouver. Utilize your financial planning designation to offer personalized investment advice to clients.
As a full-time Investment and Retirement Planner at RBC, you will craft tailor-made financial solutions for both new and existing clients. Your success depends on blending your networking prowess with internal referrals while engaging with team members to address client needs. Focus on building relationships and growing the business to achieve your financial planning goals.
Key Responsibilities:
• Provide bespoke financial planning advice to clients
• Acquire new clients and consolidate existing assets
• Connect clients with the appropriate RBC resources
• Develop business referrals through networking and marketing
Requirements:
• Financial Planning Designation (PFP®, QAFP™, or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least ...
As a full-time Investment and Retirement Planner at RBC, you will craft tailor-made financial solutions for both new and existing clients. Your success depends on blending your networking prowess with internal referrals while engaging with team members to address client needs. Focus on building relationships and growing the business to achieve your financial planning goals.
Key Responsibilities:
• Provide bespoke financial planning advice to clients
• Acquire new clients and consolidate existing assets
• Connect clients with the appropriate RBC resources
• Develop business referrals through networking and marketing
Requirements:
• Financial Planning Designation (PFP®, QAFP™, or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least ...